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How to Merge Customer Types

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In this tutorial, you will learn how to merge customer types.

Merging Two Customer Types Together (without deleting)

Use this procedure to change Current Members to Past Member at the end of the season.

  • Navigate to Setup | Tee Sheet | Setup | Customer Types.

cust types

  • Right-click Customer Type #1.
  • Set as Merge From.

type 1

  • Right-click Customer Type #2.
  • Set as Merge Into.

type 2

  • Click Merge Customer Types.

cus type merge

  • Click No.

Merging Two Customer Types Together (deletes Customer Type #1)

  • Navigate to Setup | Tee Sheet | Setup | Customer Types.

cust types

  • Right-click Customer Type #1.
  • Set as Merge From.

type 1

  • Right-click Customer Type #2.
  • Set as Merge Into.

type 2

  • Click Merge Customer Types.

cus type merge

  • Click Yes.

merge customer types


 

 

 

 

 

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